Allegiant Financial Planning, LLC is a financial planning firm based in Memphis, Tennessee, serving individuals, families, and entrepreneurs locally and nationwide. Led by Lauren A. Estes, CFP®, the firm helps clients make informed financial decisions through personalized, goal-focused plans designed to build, enjoy, and preserve wealth.

Its services include financial and retirement planning, wealth management, and risk management. Rather than focusing solely on investments, Allegiant connects different aspects of a client’s financial life, including saving, investing, retirement income, and protection strategies. The firm creates investment portfolios tailored to clients’ needs, values, and risk tolerances, and helps them plan for reliable income in retirement.

Its guidance also addresses insurance considerations, such as life, disability, health, and long-term care coverage, as appropriate to a client’s circumstances. Allegiant works with people who are building wealth as well as those approaching retirement, helping them assess their progress, explore future scenarios, and prepare for changing needs. The firm offers a complimentary call and invites prospective clients to schedule a financial planning consultation